Atlas Financial Advisors’s Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF QQD Stock Holding History

Atlas Financial Advisors’s Portfolio QQD Stock Details QQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-9,188	Closed	-$213K	–	35
2023 Q1	$213K	Sell	9,188 -5,918	-39%	-$127K	0.29%	24
2022 Q4	$290K	Sell	15,106 -280,720	-95%	-$5.85M	0.4%	16
2022 Q3	$6.8M	Sell	295,826 -81,226	-22%	-$1.94M	11.14%	4
2022 Q2	$8.49M	Buy	377,052 +163,693	+77%	+$4.11M	9.69%	5
2022 Q1	$6.19M	Buy	213,359 +58,666	+38%	+$1.69M	6.23%	6
2021 Q4	$4.99M	Buy	+154,693	New	+$4.84M	4.66%	6

Atlas Financial Advisors's QQD Position: Q2 2023 in Review

Atlas Financial Advisors sold out of Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF (QQD) in Q2 2023, closing a stake of 9,188 shares — an estimated $213K sold.

Atlas Financial Advisors first reported a position in QQD in Q4 2021 and held it in 6 quarters. The position peaked at $8.49M in Q2 2022. 0 funds tracked by Wall St. Rank hold QQD as of Q2 2023.

Atlas Financial Advisors reported no remaining Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF position as of Q2 2023 after selling out during the quarter.
Atlas Financial Advisors sold 9,188 Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF shares in Q2 2023, an estimated $213K.
Atlas Financial Advisors first reported a position in Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF in Q4 2021 and held it in 6 quarters.
Atlas Financial Advisors's Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF position peaked at $8.49M in Q2 2022.
0 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Nasdaq 100 PLUS Downside Convexity ETF as of Q2 2023.

Based on Atlas Financial Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.